Plan Ledger DOL Form 5500 · updated monthly

Alvine & Associates, Inc.401(k)

ALVINE AND ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN · OMAHA, NE · plan year 2024

Reported admin expense ratio · 2024
0.24%

Peer grade: B+ · admin costs + employer contributions vs same-size plans · how grading works

Alvine & Associates, Inc. reported $66,527 in plan administrative expenses for 2024: 0.24% of average plan assets, below the peer median. Employer contributions averaged $3,736 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.41% to 0.24%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 192nd-largest of 565 plans among Nebraska employers on file, and the 4,171st of 11,654 in professional & technical services. In 2024, employees put in $2.20 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$30,090,491
Participants with balances159
Active participants147
Employer contributions$549,126
Employee contributions$1,208,210
Employer contribution per active participant$3,736
Average account balance$189,248
Benefits paid to participants$1,630,642
Plan auditUnmodified (clean) audit opinion
AuditorMCFARLIN & BROKKE PC
Plan history3
Yearassets · accounts · employer contribution
2024$30.1M · 159 accts · $549K emplr
2023$25.8M · 156 accts · $671K emplr
2022$22.6M · 147 accts · $724K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$66,527
Total administrative$66,527
The Alvine & Associates, Inc. 401(k) match · 2024
Employer contribution per active participant$3,736
Median for plans this size$2,416
2024$3,736 per active participant
2023$4,301 per active participant
2022$4,956 per active participant

Alvine & Associates, Inc.'s 2024 employer contribution ran above the $2,416 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$66,358

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$66,527 · 0.24%
2023$80,339 · 0.33%
2022$111,691 · 0.41%
Same employer
Similar plansProfessional & Technical Services · Nebraska
Clark & Enersen, Inc. NE$36.2M · 0.01%
Lamp Rynearson, Inc. NE$34.7M · 0.08%
Lamson Dugan & Murray LLP NE$30.9M · 0.37%
Team Software, LLC NE$30.8M · 0.20%
Omaha Zoological Society NE$27.8M · 0.13%
Marketsphere Holdings LLC NE$26.8M · 0.26%

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Source: U.S. Department of Labor, Form 5500 series, EIN 470469868 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.